Valeo Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Hold
0
1801
2018
Q2
Sell
-4,698
Closed -$91K 1660
2018
Q1
$91K Buy
4,698
+3,367
+253% +$65.2K 0.01% 385
2017
Q4
$27K Buy
+1,331
New +$27K ﹤0.01% 600